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ICLR

Overview Fund Activity

331 hedge funds and large institutions have $5.65B invested in Icon in 2018 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
7.6%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.3%
New
45
Increased
113
Reduced
119
Closed
43
Calls
$7.41M
Puts
$14.7M
Net Calls
-$7.25M
Net Calls Change
-$10.5M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$192M
2
TPI
Tesco Pension Investment
United Kingdom
$27.8M
3
WCM Investment Management
WCM Investment Management
California
$527M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$461M
5
Principal Financial Group
Principal Financial Group
Iowa
$112M

Top Sellers

1
PRO
Pensioenfonds Rail & OV
Netherlands
$0
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$63.3M
3
UBS AM
UBS AM
Illinois
$31.9K
4
AL
AJO LP
Pennsylvania
$4.56M
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
301
Avantax Planning Partners
Iowa
$15K +$15K +123 New
AC
302
Avestar Capital
New York
$14K +$538 +5 +4%
APA
303
American Portfolios Advisors
New York
$13.6K – – –
FCAG
304
First Capital Advisors Group
New Jersey
$12K +$12K +100 New
MWM
305
MinichMacGregor Wealth Management
New York
$11K -$436 -4 -4%
JFA
306
JNBA Financial Advisors
Minnesota
$10K – – –
PCG
307
Private Capital Group
Connecticut
$10K +$345 +3 +4%
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$9K -$3.86K -33 -30%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
AA
310
AlphaMark Advisors
Kentucky
$9K +$9K +80 New
LFA
311
Legacy Financial Advisors
Kentucky
$8K – – –
HR
312
Howe & Rusling
New York
$7K -$246 -2 -3%
PCA
313
Providence Capital Advisors
North Carolina
$7K – – –
MCM
314
MV Capital Management
Maryland
$6K +$6K +50 New
GWS
315
Glassman Wealth Services
Virginia
$5K +$5K +41 New
WPA
316
West Paces Advisors
Georgia
$4.25K – – –
TRCT
317
Tower Research Capital (TRC)
New York
$4K -$8.63K -69 -68%
WT
318
Whittier Trust
California
$4K – – –
AOWM
319
Alpha Omega Wealth Management
Virginia
$4K – – –
RIM
320
Ranger Investment Management
Texas
$4K +$1.08K +10 +37%
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$3.66K +$3.66K +31 New
BWA
322
Burt Wealth Advisors
Maryland
$3K – – –
OWA
323
One Wealth Advisors
California
$3K – – –
FRA
324
Front Row Advisors
California
$3K +$2.17K +21 +263%
AF
325
Advisornet Financial
Minnesota
$3K +$3K +25 New
11 12
13
14 15